PMBCX
Price
$37.40
Change
+$0.38 (+1.03%)
Updated
Jul 3 closing price
Net Assets
32.28B
VLIFX
Price
$35.83
Change
+$0.31 (+0.87%)
Updated
Jul 3 closing price
Net Assets
2.02B
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PMBCX vs VLIFX

Header iconPMBCX vs VLIFX Comparison
Open Charts PMBCX vs VLIFXBanner chart's image
Principal MidCap C
Price$37.40
Change+$0.38 (+1.03%)
VolumeN/A
Net Assets32.28B
Value Line Mid Cap Focused
Price$35.83
Change+$0.31 (+0.87%)
VolumeN/A
Net Assets2.02B
PMBCX vs VLIFX Comparison Chart in %
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PMBCX vs. VLIFX commentary
Jul 05, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is PMBCX is a Buy and VLIFX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
PMBCX has more cash in the bank: 32.3B vs. VLIFX (2.02B). VLIFX pays higher dividends than PMBCX: VLIFX (0.05) vs PMBCX (0.00). PMBCX was incepted earlier than VLIFX: PMBCX (18 years) vs VLIFX (75 years). PMBCX (1.75) is less costly to investors than VLIFX (1.08). PMBCX is a more actively managed with annual turnover of: 10.50 vs. VLIFX (5.00). PMBCX (1000) and VLIFX (1000) have matching initial minimum investment requirements. PMBCX annual gain was more profitable for investors over the last year : 13.57 vs. VLIFX (5.69). PMBCX return over 5 years is better than : 47.59 vs. VLIFX (44.23).
PMBCXVLIFXPMBCX / VLIFX
Total Expense Ratio1.751.08162%
Annual Report Gross Expense Ratio1.751.08162%
Fund Existence18 years75 years-
Gain YTD6.5534.278153%
Front LoadN/AN/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets32.3B2.02B1,600%
Annual Yield % from dividends0.000.05-
Returns for 1 year13.575.69239%
Returns for 3 years45.5836.40125%
Returns for 5 years47.5944.23108%
Returns for 10 years75.67140.0654%
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